Reallocate a Job Entry
Use these steps to reallocate one or more job entries on a specified job.
To reallocate job entries
- Under the Jobs menu section, go to .
- Use the search filter and/or Search field at the top of the workspace to select a job.
- In the Selection Criteria panel, use the available criteria to display the job entries you want to reallocate.
-
To select job entries for reallocation:
- Click the Mark for Reconciliation action to select all displayed job entries; OR
- Select the
Reallocate checkbox on each job entry line you want to reallocate.
Note: You cannot reallocate accrual entries or entries that are approved for invoicing. An error message will display when you try to select entries like these.
- Click Reallocate To….
- In the wizard that displays, enter information in the fields as needed.
- Click Approve Reallocation.
- In the warning message that displays, click Ok to confirm or Cancel to exit without reallocating the job entries.
Parent Topic: Job Reallocation by Job Procedures